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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,347 | $57,352+29.6% | $83,831-11.3% | $64,173+15.9% |
| Participation rate | 96.3% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.99%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,317 | $2,546-9.0% | $3,631-36.2% | $2,381-2.7% |
| Participant deferral / active EE | $4,661 | $2,993+55.7% | $4,082+14.2% | $3,470+34.3% |
| Admin fee / account holder | $2,608 | $4,046-35.5% | $5,479-52.4% | $4,887-46.6% |